Stephens Consulting, LLC Incresed Positions in Q1 2025

Stephens Consulting, LLC

  • $399 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
101
+ 101.0%
N/A
201 $16.4M
Gsk PLC
163
+ 36.55%
N/A
609 $23.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.06%
$87.68 - $94.52 $87.7 - $94.5
1.65K $155M
SYY
Sysco Corp

Consumer Defensive
101
+ 29.02%
$70.0 - $77.13 $7.07K - $7.79K
449 $33.7M
C
Citigroup Inc

Financial Services
98
+ 160.66%
$67.23 - $84.63 $6.59K - $8.29K
159 $11.3M
IEMG
Ishares Inc

ETFs
55
+ 2.48%
N/A
2.27K $123M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
371
+ 13.24%
$38.41 - $44.06 $14.3K - $16.3K
3.17K $124M
INTC
Intel Corp

Technology
96
+ 8.93%
$19.1 - $27.39 $1.83K - $2.63K
1.17K $26.6M
ADP
Automatic Data Processing Inc

Industrials
10
+ 8.93%
$286.85 - $318.64 $2.87K - $3.19K
122 $37.3M
NOK
Nokia Corp

Technology
709
+ 100.85%
$4.43 - $5.42 $3.14K - $3.84K
1.41K $7.44M
Ge Vernova Inc
9
+ 20.45%
N/A
53 $16.2M
Ge Healthcare Technologies I
12
+ 27.91%
N/A
55 $4.44M
Blackrock Inc
2
+ 16.67%
N/A
14 $13.3M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
80
+ 13.89%
$8.17 - $10.63 $654 - $850
656 $6.06M
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.2%
$85.55 - $94.34 $85.6 - $94.3
501 $45.4M
REZI
Resideo Technologies, Inc.

Industrials
40
+ 363.64%
$16.92 - $23.77 $677 - $951
51 $901K
EOLS
Evolus, Inc.

Healthcare
30
+ 10.34%
$9.47 - $15.04 $284 - $451
320 $3.85M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11
+ 0.74%
$23.9 - $24.18 $263 - $266
1.5K $36.2M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
120
+ 179.1%
$5.29 - $10.87 $635 - $1.3K
187 $990K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10
+ 0.59%
N/A
1.69K $41M
NMRK
Newmark Group, Inc.

Real Estate
60
+ 14.39%
$11.84 - $14.69 $710 - $881
477 $5.81M
VGT
Vanguard Information Technolog

ETFs
1
+ 100.0%
$543.24 - $646.34 $543 - $646
2 $1.09M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
9
+ 0.56%
$25.05 - $25.16 $225 - $226
1.62K $40.8M
FXG
First Tr Exchange Traded First

ETFs
1
+ 0.39%
$62.56 - $65.85 $62.6 - $65.9
257 $16.8M
WBD
Warner Bros. Discovery, Inc.

Communication Services
23
+ 4.1%
$9.47 - $11.46 $218 - $264
584 $6.27M
ASIX
Advan Six Inc.

Basic Materials
15
+ 500.0%
$22.57 - $32.31 $339 - $485
18 $397K
VGSH
Vanguard

ETFs
2
+ 0.89%
$58.07 - $58.68 $116 - $117
226 $13.3M
Digitalbridge Group Inc
40
+ 51.95%
N/A
117 $1.03M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3
+ 1.03%
$36.63 - $37.45 $110 - $112
294 $10.8M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 11.11%
$175.5 - $209.86 $176 - $210
10 $1.81M
PLUG
Plug Power Inc

Industrials
250
+ 70.42%
$1.34 - $3.15 $335 - $788
605 $817K
NEE
Nextera Energy Inc

Utilities
7
+ 1.28%
$66.96 - $76.16 $469 - $533
552 $39.1M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2
+ 0.74%
$23.29 - $23.38 $46.6 - $46.8
271 $6.34M
HYD
Vaneck High Yield Muni ETF

ETFs
1
+ 0.43%
$50.79 - $52.53 $50.8 - $52.5
235 $12M
FEX
First Tr Large Cap Core Alphde

ETFs
2
+ 0.44%
$99.27 - $109.89 $199 - $220
460 $47.1M
FXR
First Trust Industrials/Produc

ETFs
1
+ 0.24%
$68.3 - $79.81 $68.3 - $79.8
424 $29.5M
SOUN
Soundhound Ai, Inc.

Technology
120
+ 43.32%
$8.12 - $20.62 $974 - $2.47K
397 $3.22M
PH
Parker Hannifin Corp

Industrials
1
+ 0.94%
$591.65 - $707.05 $592 - $707
107 $64.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.34%
$96.3 - $112.23 $96.3 - $112
296 $28.9M
PEBO
Peoples Bancorp Inc

Financial Services
45
+ 1.83%
$29.2 - $33.78 $1.31K - $1.52K
2.5K $74.1M
DOW
Dow Inc.

Basic Materials
300
+ 10.92%
$34.36 - $41.92 $10.3K - $12.6K
3.05K $106M
MDXG
Mimedx Group, Inc.

Healthcare
50
+ 2.17%
$7.54 - $9.28 $377 - $464
2.35K $17.9M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.85%
$271.18 - $303.12 $1.36K - $1.52K
592 $163M
OMI
Owens & Minor Inc

Healthcare
45
+ 1.56%
$6.22 - $15.07 $280 - $678
2.93K $26.4M
WMT
Walmart Inc.

Consumer Defensive
15
+ 0.27%
$84.5 - $105.05 $1.27K - $1.58K
5.66K $497M
HBAN
Huntington Bancshares Inc

Financial Services
33
+ 0.25%
$14.28 - $17.39 $471 - $574
13.2K $198M
ORCL
Oracle Corp

Technology
127
+ 3.67%
$139.81 - $186.47 $17.8K - $23.7K
3.58K $501M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.79K
+ 4.81%
$37.84 - $44.02 $106K - $123K
60.9K $2.34B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.26K
+ 4.81%
$96.93 - $109.51 $219K - $247K
49.3K $4.83B
Activity Summary
Buys All Purchases 1147 New Holdings 1043 Increased Positions 104 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 1 Puts 1
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